American Eagle Q2 FY2026 Earnings: A $196M Tariff Refund Inside a $211M Quarter
American Eagle's $211M Q2 operating income includes $196M of tariff refunds; strip the $161M net benefit and profit halves to about $50M.
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Deere Q3 FY2026 Earnings: $1.38B Profit From a Tractor Maker With a $70B Bank
Deere's Q3 FY2026: $1.379B net income on $12.6B revenue, large ag sales down 6%, construction margin up to 12.1%, and a $49.2B finance receivables book.
Dollar Tree Q2 FY2026 Earnings: A $369M Tariff Refund Behind a $690M Quarter
Dollar Tree's Q2 FY2026 operating income hit $690.1M, but $368.7M of IEEPA tariff refunds drove 755 of the 850 bp gross-margin gain; comps rose 3.7%.
HPE Q3 FY2026 Earnings: A $12.2B Record Built on Juniper and Memory Prices
HPE's record $12.2B quarter (+33.7%) came from Juniper networking and memory-driven server prices, with inventory at $11.8B and a $444M one-time gain.
MongoDB Q2 FY2027 Earnings: $772M Revenue, a GAAP Profit and a $149M Stock Bill
MongoDB's Q2 FY2027: $771.8M revenue (+30.5%), $40.9M GAAP net income, and $148.9M of stock-based compensation inside it, read line by line from the 10-Q.
Ulta Beauty Q2 FY2026 Earnings: $3.0B in Sales, 3.8% Comps and No Tariff Refund
Ulta's Q2 FY2026 sales rose 8.9% to $3.04B on 3.8% comps, with operating income up 10.1% to $379.6M and no tariff refund in the margin.
Acuity FY2026: GAAP EPS Up 36% to $17.05, Adjusted EPS Up 10.5%
Acuity's FY2026 GAAP EPS rose 36.1% to $17.05 while adjusted EPS rose only 10.5%; tariff refunds and a 2025 pension charge explain the gap.
BlackBerry Q2 FY2027: Revenue Up 26% to $163M, a Record QNX Quarter and a Sixth Straight Profit
BlackBerry's Q2 FY2027 revenue rose 26% to $163.3M on a record $80.3M QNX quarter, lifting net income to $33.9M — a sixth straight GAAP profit.
Cal-Maine Q1 FY2027: Eggs Fall 59%, $199M Profit Turns to $59M Loss
Cal-Maine's conventional egg price fell 59.3% in Q1 FY2027, turning $199.3M of profit into a $58.6M loss. Five years of filings show the full commodity cycle.
Cintas Q1 FY2027: 51.5% Gross Margin on $3.01B, With UniFirst Pending
Cintas Q1 FY2027 revenue rose 10.9% to $3.01B with a record 51.5% gross margin; five years of filings show which cost lines moved it.
FactSet FY2026: GAAP EPS Missed at $14.57, Adjusted Beat at $18.01
FactSet's FY2026 GAAP EPS of $14.57 missed guidance while adjusted EPS of $18.01 beat it. We walk the $126.0M gap between the two net incomes, item by item.
H&M Q3 2026: Operating Profit Up 23% on Flat Sales, 1.6 Points One-Off
H&M's Q3 2026 operating profit rose 23% to SEK 6,037M on 0.3% sales growth; strip out 1.6 margin points of one-off tariff effects and it's ~4%.